Q3 2025 Paysafe Ltd Earnings Call Transcript
Key Points
- Paysafe Ltd (PSFE) reported a 6% organic revenue growth in the third quarter of 2025.
- The company achieved a 7% increase in adjusted EBITDA and a 37% growth in adjusted EPS.
- Paysafe Ltd (PSFE) returned $20 million to shareholders through share repurchases, with an additional $70 million authorized for future buybacks.
- The North American market, excluding divestitures, grew by 8%, driven by a 50% increase in iGaming.
- Paysafe Ltd (PSFE) signed significant agreements with major clients like BetMGM and expanded partnerships with companies like Underdog and Stake.com.
- The digital wallet segment experienced slower growth than expected, particularly in the classic wallet category.
- The rollout of new wallet solutions is taking longer than anticipated due to complex regulatory and banking ecosystems.
- E-commerce growth moderated compared to previous quarters, with challenges in noncore verticals impacting performance.
- The company's revenue mix has shifted towards lower-margin ISO business, affecting overall segment margins.
- Net leverage remains high at 5.2 times, with a longer timeline anticipated to reduce it below 4 times.
Greetings, and welcome to the Paysafe third quarter 2025 earnings conference call and webcast. (Operator Instructions) As a reminder, this conference is being recorded.
It's now my pleasure to turn the call over to Kirsten Nielsen, Head of Investor Relations. Kirsten, please go ahead.
Thank you, and welcome to Paysafe's earnings conference call for the third quarter of 2025. Joining me today are Bruce Lowthers, Chief Executive Officer; and John Crawford, Chief Financial Officer.
Before we begin, a reminder that this call will contain forward-looking statements and should be considered in conjunction with cautionary statements contained in our earnings release and the company's most recent SEC reports. These statements reflect management's current assumptions and expectations and are subject to factors that could cause actual results to differ materially from those forward-looking statements. You should not place undue reliance on these statements. Forward-looking
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